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Added 14 mins ago
DC
Coordinator, Construction Services (Electrical)
Defence Construction Canada
Happy Valley-Goose Bay, NL
- Full-time
…administers medium-complexity construction, professional services and service contracts during construction to ensure compliance with contract requirements. The incumbent engages in daily…
Added 14 mins ago
JR
Warranty & Customer Service Representative - Sporting Good Apparel
JRoss Retail Recruiters
AB · Edmonton, AB
- $42,000 to $44,000 CAD / year
- Full-time
Our client is seeking a customer-focused and detail-oriented Warranty & Customer Service Representative to join their team. This junior-level opportunity is ideal for an individual who…
Added 14 mins ago
CC
Assistant Route Service Sales Representative (4-Day Workweek)
Cintas Canada
Abbotsford, BC
- Full-time
Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms and…
Added 14 mins ago
R
Outside Sales Rep - ICI Division (Calgary)
RONA
Calgary, AB
- Full-time
We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to…
Added 14 mins ago
CC
Sales Representative - First Aid and Safety
Cintas Canada
Calgary, AB
- Full-time
Cintas is seeking a Sales Representative to focus on new business-to-business account development in our First Aid and Safety Division. Responsibilities include prospecting, cold calling,…
Added 14 mins ago
H
Food Services Worker
HealthCareersInSask.ca
Moose Jaw, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 14 mins ago
H
Registration Clerk
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 14 mins ago
H
Continuing Care Assistant
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 14 mins ago
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Manager, Acute Care Therapies
HealthCareersInSask.ca
Prince Albert, SK
- Full-time
…Manager responsible for outpatient services to support integrated service delivery, consistent practice, and effective resource utilization across the continuum of care. The Manager…
Added 14 mins ago
PF
Accounts Payable Representative
Pattison Food Group
Langley (District), BC · Langley Office - Langley BC
- Full-time
We have an exciting opportunity for full-time Accounts Payable Representative to join our Finance team in Langley, BC.
Added 14 mins ago
UO
Director, Strategic Planning & Operations
University of British Columbia
Vancouver, BC · UBCV | Gordon B. Shrum Building (SHRM)
- $8,810.92 to $13,202.5 CAD / month
- Full-time
…requirements to meet the School s mandate of teaching, research and service. This position provides authoritative administrative advice to the School Director on finance, human resources,…
Added 14 mins ago
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Representative - Inside Sales
Wesco
London, ON
- Full-time
As a Representative - Inside Sales, you will interact with existing customers, to increase sales of the Company's products and/or services. You will obtain, create, and up-sell orders,…
Added 14 mins ago
TS
Business Development Representative - Microsoft Cloud Software (SAAS) | Représentant du développement des affaires - Logiciels Cloud Microsoft (SAAS)
TD SYNNEX
Montreal, QC
- Full-time
Build your career in cloud technology and business development with TD SYNNEX. As a Business Development Representative supporting Microsoft Cloud Software (SaaS), you’ll work directly with…
Added 14 mins ago
C
First Nations/Métis/Inuit Candidates - Banking Centre Roles( BC Interior)
CIBC
Creston, BC · Golden, BC · Grand Forks, BC · Kamloops, BC · Kelowna, BC
- Full-time
…help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with…
Added 14 mins ago
CC
Route Service Representative (4-Day Workweek)
Cintas Canada
Quebec, QC
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 14 mins ago
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Customer Service Representative (Cantonese & Mandarin)
BMO
Toronto, ON
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 14 mins ago
B
Customer Service Representative - Speedy Glass
Belron
Mississauga, ON · Speedy - Mississauga
- Full-time
You are the person who likes to set the tone for the customer’s experience. As a Customer Service Representative, you will create ease in a fast-paced, action-oriented role. You will enjoy…
Added 14 mins ago
H
Représentant de services technique / Technical Field Service Representative
Hitachi
Mont-Saint-Hilaire, QC · (HE)Office_QC_Mont-Saint Hilaire
- Full-time
Are you ready to power up your career with Hitachi Energy? We are seeking a dynamic and skilled Field Service Representative to join our team. This role offers the chance to work on…
Added 14 mins ago
Sales Representative - First Aid and Safety
Cintas
Calgary, AB
Cintas is seeking a Sales Representative to focus on new business-to-business account development in our First Aid and Safety Division. Responsibilities include prospecting, cold calling,…
Added 14 mins ago
Assistant Route Service Sales Representative (4-Day Workweek)
Cintas
Abbotsford, BC
Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms and…
Added 29 mins ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- From $18 CAD / hour
- Part-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 29 mins ago
FB
Customer Service Representative
Farm Boy Inc.
London, ON
- From $17.95 CAD / hour
- Full-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 29 mins ago
UI
Store Manager
UAP Inc.
Fort Saskatchewan, AB
- Full-time
Provide excellent customer service and support sales growth by working with the store’s team, the sales representative, and the regional management team
Added 29 mins ago
IB
Représentant(e) de l’expérience client - saisonnier / Seasonal Customer Experience Representative
Indigo Books & Music
Laval, QC
- Part-time
Added 29 mins ago
Territory Sales Representative - Halifax
Molson Coors
Halifax, NS
In the role of Territory Sales Representative working based out of Nova Scotia you will be part of the Atlantic Commercial team. This position reports to the Nova Scotia District Sales…

Desjardins

Wealth Management Advisor

Longueuil, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 11, 2026
Posting language: English
Posted: Oct 27, 2026

Original job description

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:

Advise members and clients on the best strategies and work with them to identify expected results.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay up-to-date on the financial services industry, market trends and best practices in your field.
Participate in outreach activities and represent the caisse in the community.

What we offer*

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

Bachelor's degree in a related field
A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

Knowledge of current financial, economic, political and legislative events
Specialized knowledge of tax, financial and succession issues for individuals and businesses
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of the Desjardins business processes

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

CAISSE DU VIEUX-LONGUEUIL (30200 / CONV_COL_00061) (2018-12-20 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-10

Apply About employer

More about this job

Responsibilities

The wealth management advisor is responsible for building trusting relationships with clients to provide tailored financial advice and investment strategies. They must balance client satisfaction with business objectives while managing risk and staying current on market trends.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least one year of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is required, along with strong knowledge of financial products and legislation.

Skills

Wealth management
Financial advice
Relationship management
Investment strategy
Loan management
Insurance products
Risk management
Tax knowledge
Succession planning
Debt management
Customer service
Interpersonal skills
Market trends analysis
Financial compliance
Strategic planning

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Investments
Loans
Insurance
Risk Management
Taxation
Succession Planning
Debt Management
Compliance
Market Trends
Financial Cooperatives
Client Relations
Strategic Planning
Mutual Funds
Desjardins
Hybrid Work
Pension Plan
Telemedicine

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